See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,310 | $77,634-91.9% | $156,549-96.0% | $62,891-90.0% |
| Participation rate | 32.4% | 71.2%-38.8pp | 84.0%-51.6pp | 69.3%-36.9pp |
| Annual return | -0.92% | 50.32%-51.2pp | 32.23%-33.2pp | 20.14%-21.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $879 | $3,045-71.1% | $4,871-82.0% | $3,203-72.6% |
| Admin fee / account holder | $386 | $5,561-93.1% | $13,027-97.0% | $4,296-91.0% |